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Westmount Partners Portfolio holdings

AUM $457M
1-Year Est. Return 31.05%
This Fund
S&P 500
This Quarter Est. Return
+10.47%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$387M
AUM Growth
+$23.1M
Cap. Flow
-$11.1M
Cap. Flow %
-2.86%
Top 10 Hldgs %
38.05%
Holding
258
New
12
Increased
76
Reduced
91
Closed
14

Top Buys

1
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$1.2M
2
NU icon
Nu Holdings
NU
+$410K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$348K
4
MSTR icon
Strategy Inc
MSTR
+$331K
5
MELI icon
Mercado Libre
MELI
+$250K

Top Sells

1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.41M
2
SPGI icon
S&P Global
SPGI
+$1.3M
3
NVDA icon
NVIDIA
NVDA
+$1.1M
4
AAPL icon
Apple
AAPL
+$947K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$870K

Sector Composition

1 Technology 31.23%
2 Financials 7.75%
3 Healthcare 6.85%
4 Communication Services 5.45%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QYLD icon
151
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.08B
$419K 0.11%
24,562
+117
+0.5% +$1.97K
MRK icon
152
Merck
MRK
$315B
$418K 0.11%
4,640
+2
+0% +$165
ETN icon
153
Eaton
ETN
$155B
$418K 0.11%
1,118
– –
CMCSA icon
154
Comcast
CMCSA
$85B
$410K 0.11%
13,246
-509
-4% -$17.1K
VYM icon
155
Vanguard High Dividend Yield ETF
VYM
$80B
$401K 0.1%
2,844
+13
+0.5% +$1.79K
CSX icon
156
CSX Corp
CSX
$94.3B
$397K 0.1%
11,340
-50
-0.4% -$1.71K
NTHI
157
NeOnc Technologies
NTHI
$89.7M
$397K 0.1%
40,208
-33,038
-45% -$221K
NUE icon
158
Nucor
NUE
$53.9B
$397K 0.1%
2,929
– –
GRMN
159
Garmin
GRMN
$48.1B
$397K 0.1%
1,554
– –
TMO icon
160
Thermo Fisher Scientific
TMO
$198B
$397K 0.1%
747
-10
-1% -$4.66K
SCHV
161
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$387K 0.1%
13,277
– –
CDNS icon
162
Cadence Design Systems
CDNS
$91B
$387K 0.1%
1,100
– –
NKE icon
163
Nike
NKE
$64.9B
$376K 0.1%
5,064
-101
-2% -$7.53K
BKNG icon
164
Booking.com
BKNG
$141B
$375K 0.1%
1,750
+25
+1% +$5.58K
TQQQ icon
165
ProShares UltraPro QQQ
TQQQ
$32.5B
$369K 0.1%
7,038
-1,096
-13% -$50K
IEMG icon
166
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$366K 0.09%
5,513
-192
-3% -$12K
GLNG icon
167
Golar LNG
GLNG
$5.05B
$364K 0.09%
9,068
+2
+0% +$83
VSS icon
168
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$361K 0.09%
2,527
– –
GS icon
169
Goldman Sachs
GS
$314B
$361K 0.09%
459
+1
+0.2% +$741
TIP icon
170
iShares TIPS Bond ETF
TIP
$14.5B
$360K 0.09%
3,240
– –
UNH icon
171
UnitedHealth
UNH
$387B
$360K 0.09%
1,033
-24
-2% -$7.26K
INTC icon
172
Intel
INTC
$478B
$359K 0.09%
9,991
-2,153
-18% -$52.2K
IBIT icon
173
iShares Bitcoin Trust
IBIT
$47B
$357K 0.09%
+5,353
New +$348K
GEV icon
174
GE Vernova
GEV
$284B
$355K 0.09%
585
-184
-24% -$111K
TME icon
175
Tencent Music
TME
$14.9B
$347K 0.09%
15,000
– –
5 6
7
8 9

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Westmount Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Westmount Partners held 258 positions worth $387M, up 6.3% from $364M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Westmount Partners's Q3 2025 filing shows 12 new, 76 increased, 91 reduced and 14 closed positions. Its largest new stake was Nu Holdings: 29,415 shares worth $447K. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $2.41M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Westmount Partners's largest Q3 2025 buy was Nu Holdings: 29,415 shares worth $447K.
  • Westmount Partners added most to iShares Core 80/20 Aggressive Allocation ETF in Q3 2025, an estimated $1.2M increase.
  • Westmount Partners's biggest Q3 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $2.41M.
  • Westmount Partners fully exited S&P Global in Q3 2025, selling an estimated $1.3M.
  • Westmount Partners's ten largest holdings make up 38% of its $387M portfolio in Q3 2025.
  • Westmount Partners opened 12 new positions and closed 14 in Q3 2025.
  • Westmount Partners's portfolio value rose 6.3% quarter-over-quarter to $387M.

Based on Westmount Partners's 13F filing for Q3 2025, filed 14 Oct 2025.